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MINI-PLATFORM

NORTH CAPITAL INVESTMENT TECHNOLOGY | FINOVATE 2017

Check out North Capital Investment Technology's Demo of TransactCloud at Finovate 2017.

PRIME BROKERAGE SERVICES

COMPLIANCE OVERSIGHT

INVESTOR QUALIFICATION

REGULATORY DUE DILIGENCE

North Capital Private Securities is a registered broker dealer focused on the marketing and distribution of private funds and the securities of private companies to qualified investors, such as family offices, funds of fund, endowments, foundations, and pension funds.

Our principals have expertise in the origination, structuring, and marketing of private offerings, and we serve as your trusted advisor to manage your offering from start to finish.

ADVISORY SERVICES

North Capital is a fee-only investment advisory firm with offices located in:

• Benicia, California
• McAllen, Texas
• Salt Lake City, Utah

Founded in 2008, North Capital provides financial planning, advisory services and discretionary investment management to individuals, families, businesses and non-profit institutions across the United States.

PORTFOLIO MANAGEMENT

Our open architecture platform means better options for clients. The discretionary investment management service offers clients the benefits of diversification across a wide array of asset classes and risk factors, access to institutional investment managers, cost-effective implementation, and professional monitoring, reporting, and service.

FINANCIAL PLANNING

Do you have a financial plan to help you achieve your long-term goals? North Capital will undertake a comprehensive financial review based upon your individual needs and goals, your personal risk profile, and any special circumstances related to your finances.

CONSULTING

Clients have unique goals, problems and constraints that require specialized attention and customized solutions. North Capital principals have worked with clients to meet a wide variety of needs, including asset valuation, distressed asset sales, interest rate and foreign currency hedging, due diligence and analysis of private investment opportunities, development of investment policies and procedures, and general investment consulting.

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MogulREIT I

MogulREIT I is an online Real Estate Investment Trust ("REIT") designed for diversification, cash flow and equity appreciation.

INSTITUTIONAL INTERMEDIARIES

The NCPS Institutional Intermediaries Team was created as an independent, third-party distribution group with a national footprint. The II Team is designed to forge effective partnerships with asset managers to distribute their products through traditional distribution channels.

Legal Documents

Our Technology

All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in futures or other investments. North Capital Inc. is a Registered Investment Advisor and Commodities Trading Advisor. North Capital Private Securities Corporation is a registered broker dealer, member FINRA | SIPC.

The relationship between North Capital Investment Technology, North Capital Inc., and North Capital Private Securities Corporation is described in our Disclosure Documents and Code of Ethics.